33 Backstop Solutions Testimonials

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  • "We’re using Backstop to track where we are in the lifecycle of an investor – from prospect to close to stewardship.”

  • "Most funds are not managed by a nonprofit organization. We have to be entirely transparent in the way our Fund spends its resources.”

  • “By using Backstop, our managers can easily access financial information and analysis anytime when making investment decisions.”

  • “We can send out an email to our accountants and know they’re not going to see everything in the world. They’re just going to see what you told them they should see. It is genius.”

  • “Great relational database for information tracking, contact management, client management, distribution, and accounting.”

  • “With multiple PMs, we saw the benefit of having a centralized solution for investor management from the start. The system was very easy for everyone to get. There was no intensive training time, and we really appreciate all the help we got from the Backstop team as we were starting …

  • “Backstop’s core functionality is driven by relationships, and that is how our team works. Through Backstop, we can see performance numbers, cashflows, evaluations, and the like to better manage and develop each specific investor relationship.”

  • “Focusing on building long-term relationships with managers has — over time — enabled us to take advantage of opportunities that are not available to other institutional investors.”

  • "Early on, the value of Backstop software came from making things we were already doing better. Now they’re helping us do things we hadn’t even contemplated or anticipated.”

  • “Backstop allows us to maintain the organization’s memory. Turnover is an unavoidable truth in any institution. As people go, they take with them crucial knowledge. Backstop is how we can mitigate this the system helps to keep track of all the conversations we have and all the people we have …

  • “Follow up very responsive and creative with solutions. Client focused.”

  • “Backstop is an excellent platform for any institution within the financial services industry with a vast array of products and functionality and an excellent support team. I would highly recommend this product to any friend or colleague.”

  • “The Backstop software is constantly evolving, and the team behind it does a great job of listening and working with their clients to make their experience better, improving Backstop's functionality. Most importantly, the people behind the software truly believe in their product.”

  • “Great system and very easy to access. Very powerful tool for Investor Relations and Marketing purposes."

  • "Backstop is very easy to organize. I have a wealth of data about our investors and prospects in one place. The tags allow me to have focused emails and campaigns. It makes us all more efficient at engaging our investors and prospects."